Noel Whittaker's assessment of the May 2026 Budget is worth a second look, because the changes don't start until 1 July 2027. He shows how a working age pensioner can face an effective tax rate of 54% while wealthier couples keep the full CGT discount.
New capital gains tax rules starting 1 July 2027 can trigger a tax bill when shares pass to an estate, with no sale proceeds to pay it. Noel Whittaker explains why your will should say who bears that tax.
Noel Whittaker's September newsletter names a flaw in the new capital gains tax rules: as drafted, death itself can trigger a tax bill on gains nobody has cashed in. Here's what it means for couples with a long-held property or share portfolio.
Noel Whittaker's latest column explains why wills written under the old tax rules — especially those with testamentary trusts — deserve a review before the new CGT regime arrives in July 2027.
In his August newsletter, Noel Whittaker answers reader questions on how the new capital gains tax rules treat inherited shares and property. The timing of a death — and good records — can now change a family's tax bill dramatically.
